清算官员（澳大利亚抵押贷款） - 503
Settlement Officer (Australian Mortgage) - 503
职位：结算专员
薪资：每月70,000 - 85,000菲律宾比索
工作时间与条件：与澳大利亚时间一致；全职（远程）
假期：澳大利亚节假日
简介：
我们正在寻找一位注重细节且积极主动的结算专员加入一个以专业卓越和客户导向服务著称的高效团队。在这个关键角色中，您将成为贷款审批与成功放款之间的最后桥梁，确保每位客户的房产购置或再融资过程顺畅、透明且高效。
职责：
- 全流程结算管理：协调贷款流程的最后阶段，从无条件批准到结算及结算后的文件归档。
- 银行与律师联络：作为银行、律师和地产代理的主要联系人，确保所有文件正确执行并满足截止日期。
- 合规与数据完整性：仔细审查贷款报价和抵押文件的准确性，确保完全符合澳大利亚贷款法规和内部质量标准。
- 客户沟通：定期主动向客户提供更新，让他们了解结算状态，并以同理心和清晰的方式解决任何问题。
- 问题解决：识别并解决结算流程中的潜在瓶颈，如文件缺失或资金差异，以防止延误。
- 流程跟踪：维护一个有条理且更新及时的CRM数据库，跟踪所有活跃申请，确保没有“伟大的澳大利亚梦想”因行政障碍而受阻。
- 结算后支持：管理“感谢”流程，并确保所有结算后的合规要求和佣金追踪完成。
- 要求
- 资格：
- 行业经验：在澳大利亚抵押贷款行业从事结算或贷款处理岗位至少2年以上是必要的。
- 技术知识：对澳大利亚抵押贷款生命周期有全面了解，包括PEXA、贷款方门户以及各种贷款结构（首次购房者、建筑、自托管养老金基金和再融资）。
- 法规意识：熟悉澳大利亚信贷法规和隐私要求。
- 软件技能：具备使用行业标准CRM工具和抵押贷款处理平台的经验。
- 优先技能（加分项）：
- 成果导向思维：具有“完成交易”的态度
查看英文原文
Position: Settlement Officer
Salary: PHP 70,000 - 85,000 per month
Working Hours & Conditions: Aligned with Australian hours; full-time (remote)
Holidays: AU Holidays
OVERVIEW:
We are seeking a detail-oriented and proactive Settlements Officer to join a high-performing team known for its commitment to professional excellence and client-centric service. In this critical role, you will act as the final bridge between loan approval and successful funding, ensuring that every client’s journey to property ownership or refinancing is seamless, transparent, and efficient.
RESPONSIBILITIES:
- End-to-End Settlement Management: Coordinate the final stages of the loan process from unconditional approval through to settlement and post-settlement filing.
- Lender & Solicitor Liaison: Act as the primary point of contact for banks, solicitors, and conveyancers to ensure all documentation is executed correctly and deadlines are met.
- Compliance & Data Integrity: Meticulously review loan offers and mortgage documents for accuracy, ensuring full compliance with Australian lending regulations and internal quality standards.
- Client Communication: Provide regular, proactive updates to clients, keeping them informed of their settlement status and addressing any concerns with empathy and clarity.
- Problem Resolution: Identify and resolve potential bottlenecks in the settlement process, such as missing documentation or funding discrepancies, to prevent delays.
- Pipeline Tracking: Maintain an organized and up-to-date CRM database, tracking all active applications and ensuring no "Great Australian Dream" is held up by administrative hurdles.
- Post-Settlement Support: Manage the "thank you" process and ensure all post-settlement compliance requirements and commission tracking are completed.
Requirements
QUALIFICATIONS:
- Industry Experience: A minimum of 2+ years of experience in a settlements or loan processing role within the Australian Mortgage industry is essential.
- Technical Knowledge: Comprehensive understanding of the Australian mortgage lifecycle, including PEXA, Lenders’ portals, and various loan structures (First Home Buyers, Construction, SMSF, and Refinancing).
- Regulatory Savvy: Familiarity with Australian credit legislation and privacy requirements.
- Software Proficiency: Experience with industry-standard CRM tools and mortgage processing platforms.
PREFERRED SKILLS (nice to have):
- Outcome-Driven Mindset: A "get the deal done" attitude with a high degree of accountability.
- Adaptability: Ability to thrive in a fast-paced environment and manage a high volume of files without compromising quality.
Originally posted on Himalayas